From 80285d2a99d401f93da3d26080c1d40230e4de68 Mon Sep 17 00:00:00 2001 From: Sanda-Cheudan Date: Mon, 22 Jan 2024 08:00:31 -0800 Subject: [PATCH 1/7] Add refreshUrl --- .../Strategic Portfolio Manager/apiProperties.json | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/certified-connectors/Strategic Portfolio Manager/apiProperties.json b/certified-connectors/Strategic Portfolio Manager/apiProperties.json index 20f9c97e50..ad49bb986d 100644 --- a/certified-connectors/Strategic Portfolio Manager/apiProperties.json +++ b/certified-connectors/Strategic Portfolio Manager/apiProperties.json @@ -23,7 +23,7 @@ "value": "https://login.windows.net/common/oauth2/token" }, "refreshUrl": { - "value": "clientID" + "value": "https://login.windows.net/common/oauth2/token" } } } From 4128bc8beac716a32f4ef11b936574c54b95246d Mon Sep 17 00:00:00 2001 From: Sanda-Cheudan Date: Thu, 25 Jan 2024 02:35:15 -0800 Subject: [PATCH 2/7] Modify "Global" to "GlobalPerConnector." --- .../Strategic Portfolio Manager/apiDefinition.swagger.json | 2 +- .../Strategic Portfolio Manager/apiProperties.json | 2 +- 2 files changed, 2 insertions(+), 2 deletions(-) diff --git a/certified-connectors/Strategic Portfolio Manager/apiDefinition.swagger.json b/certified-connectors/Strategic Portfolio Manager/apiDefinition.swagger.json index e76576e1e1..1910cf8529 100644 --- a/certified-connectors/Strategic Portfolio Manager/apiDefinition.swagger.json +++ b/certified-connectors/Strategic Portfolio Manager/apiDefinition.swagger.json @@ -1,7 +1,7 @@ { "swagger": "2.0", "info": { - "version": "v1.0", + "version": "v2.0", "title": "Strategic Portfolio Manager", "description": "Strategic Portfolio Manager enables you to continuously connect, align and orchestrate all investments with strategies to drive business agility more effectively. It connects disparate silos across the enterprise and provides 360 degrees of insight to help ensure that all investments are derived from \u2013 and continuously align with \u2013 strategic priorities. Connect to Strategic Portfolio Manager to plan, manage, and adjust your initiatives, projects, epics and more.", "contact": { diff --git a/certified-connectors/Strategic Portfolio Manager/apiProperties.json b/certified-connectors/Strategic Portfolio Manager/apiProperties.json index ad49bb986d..a9a68fc5eb 100644 --- a/certified-connectors/Strategic Portfolio Manager/apiProperties.json +++ b/certified-connectors/Strategic Portfolio Manager/apiProperties.json @@ -9,7 +9,7 @@ "scopes": [ "access_as_user" ], - "redirectMode": "Global", + "redirectMode": "GlobalPerConnector", "redirectUrl": "https://global.consent.azure-apim.net/redirect", "properties": { "IsFirstParty": "False", From 8528fb763e594ce78fb87257487205040bce6f96 Mon Sep 17 00:00:00 2001 From: Sanda-Cheudan Date: Mon, 25 Mar 2024 02:21:47 -0700 Subject: [PATCH 3/7] Rebranding to NH, integration of internal workflow, and inclusion of OpenAI attributes --- .../Strategic Portfolio Manager/Readme.md | 23 +- .../apiDefinition.swagger.json | 1392 +++++++++++++++-- .../apiProperties.json | 6 +- 3 files changed, 1246 insertions(+), 175 deletions(-) diff --git a/certified-connectors/Strategic Portfolio Manager/Readme.md b/certified-connectors/Strategic Portfolio Manager/Readme.md index 644ef3125a..b1a4d4710a 100644 --- a/certified-connectors/Strategic Portfolio Manager/Readme.md +++ b/certified-connectors/Strategic Portfolio Manager/Readme.md @@ -1,16 +1,18 @@ -## Strategic Portfolio Manager -The Strategic Portfolio Manager connector allows users to interact with initiatives, projects, epics, etc. and data from 360 Portfolio Insights using Microsoft Power Automate or Power Apps. +### NOTE +The Strategic Portfolio Manager connector allows users to interact with initiatives, projects, epics, etc. and data from NH360 Portfolio Insights using Microsoft Power Automate or Power Apps. + +## Strategic Portfolio Manager Connector Strategic Portfolio Manager enables you to continuously connect, align and orchestrate all investments with strategies to drive business agility more effectively. It connects disparate silos across the enterprise and provides 360 degrees of insight to help ensure that all investments are derived from – and continuously align with – strategic priorities. ## Publisher: -UMT 360 LLC +The North Highland Company ## Prerequisites You will need the following to proceed: -* A 360 Portfolio Insights subscription -* A 360 Portfolio Insights site which allows connection requests from the connector -* User with access rights to the 360 Portfolio Insights site +* A NH360 Portfolio Insights subscription +* A NH360 Portfolio Insights site which allows connection requests from the connector +* User with access rights to the NH360 Portfolio Insights site ## Supported Operations The connector supports the following operations: @@ -28,6 +30,11 @@ The connector supports the following operations: * `Get resources assigned to entity`: Returns all the name and unique identifier of all resources assigned to a selected entity. * `Get financial custom field value`: Returns the value of a financial custom field. * `Update financial custom field`: Update the values of financial custom fields. +* `Add a new entry to the entity history log`: Add a log entry to the selected entity's history. +* `List entity history entries`: Retrieve a list containing of all history entries for the selected entity. +* `Get the entity's stage validation status`: Indicates whether the selected entity passes all validations for the selected stage transition. +* `Execute Stage Transition`: Executes an entity lifecycle stage transition. + ## Supported Triggers: The connector supports the following triggers: @@ -52,8 +59,8 @@ The connector supports the following triggers: * `On Actuals Approval Workflow Started`: Executed when Actuals Approval workflow starts * `On Actuals Period Status Changed`: Executed when the status of an Actuals Period has been changed. Status values: Any = 0, Opened = 1, Locked = 2, Archived = 3, Waiting For Approval = 4, Open For Edit = 5, Processing = 6, Not Open = 7. -## Get access to 360 Portfolio Insights -Contact us to start using 360 Portfolio Insights: [Contact Us](https://www.umt360.com/contact/) +## Get access to NH360 Portfolio Insights +Contact us to start using NH360 Portfolio Insights: [Contact Us](https://www.northhighland.com/contact-us) ## Known Issues and Limitations No known issues or limitations diff --git a/certified-connectors/Strategic Portfolio Manager/apiDefinition.swagger.json b/certified-connectors/Strategic Portfolio Manager/apiDefinition.swagger.json index 1910cf8529..965a115773 100644 --- a/certified-connectors/Strategic Portfolio Manager/apiDefinition.swagger.json +++ b/certified-connectors/Strategic Portfolio Manager/apiDefinition.swagger.json @@ -1,13 +1,13 @@ { "swagger": "2.0", "info": { - "version": "v2.0", - "title": "Strategic Portfolio Manager", - "description": "Strategic Portfolio Manager enables you to continuously connect, align and orchestrate all investments with strategies to drive business agility more effectively. It connects disparate silos across the enterprise and provides 360 degrees of insight to help ensure that all investments are derived from \u2013 and continuously align with \u2013 strategic priorities. Connect to Strategic Portfolio Manager to plan, manage, and adjust your initiatives, projects, epics and more.", + "version": "v3.0", + "title": "NH360 Strategic Portfolio Manager", + "description": "Strategic Portfolio Manager enables you to continuously connect, align and orchestrate all investments with strategies to drive business agility more effectively. It connects disparate silos across the enterprise and provides 360 degrees of insight to help ensure that all investments are derived from – and continuously align with – strategic priorities. Connect to Strategic Portfolio Manager to plan, manage, and adjust your initiatives, projects, epics and more.", "contact": { - "name": "UMT360 Product Support", - "url": "https://support.umt360.com", - "email": "support@umt360.com" + "name": "NH360 Support", + "url": "https://www.northhighland.com/portal", + "email": "spm-support@northhighland.com" } }, "host": "umt360pa-connector.umt360online.com", @@ -35,7 +35,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" } ], "responses": { @@ -60,7 +60,16 @@ }, "x-ms-visibility": "internal", "summary": "Lists all allocation centers", - "description": "Returns a list with all allocation centers from the 360 Portfolio Insights site." + "description": "Returns a list with all allocation centers from the NH360 Portfolio Insights site.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "AllocationCentersGetAllocationCenters", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/ChangeRequests/GetChangeRequests": { @@ -83,7 +92,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -137,7 +146,16 @@ }, "x-ms-visibility": "internal", "summary": "List Entity Change Requests", - "description": "Lists all the change requests for an entity" + "description": "Lists all the change requests for an entity", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "ChangeRequestsGetChangeRequests", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/ChangeRequests/GetChangeRequestStatusEnumValues": { @@ -175,7 +193,16 @@ }, "x-ms-visibility": "internal", "summary": "List change request status enum values", - "description": "Utility method" + "description": "Utility method", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "ChangeRequestsGetChangeRequestStatusEnumValues", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/ChangeRequests/SetChangeRequestStatus": { @@ -193,7 +220,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -292,7 +319,16 @@ }, "x-ms-visibility": "internal", "summary": "Set Change Request Status", - "description": "Sets a change request status to draft/approved/rejected etc." + "description": "Sets a change request status to draft/approved/rejected etc.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "ChangeRequestsSetChangeRequestStatus", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/CustomFields/GetCustomFields": { @@ -315,7 +351,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" } ], "responses": { @@ -340,7 +376,16 @@ }, "x-ms-visibility": "internal", "summary": "Lists custom fields definitions", - "description": "Utility method" + "description": "Utility method", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "CustomFieldsGetCustomFields", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/CustomFields/GetFinancialCustomFields": { @@ -363,7 +408,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" } ], "responses": { @@ -388,7 +433,16 @@ }, "x-ms-visibility": "internal", "summary": "Lists financial custom fields definitions", - "description": "Utility method" + "description": "Utility method", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "CustomFieldsGetFinancialCustomFields", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/CustomFields/GetEntityCustomFields": { @@ -411,7 +465,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" } ], "responses": { @@ -436,7 +490,16 @@ }, "x-ms-visibility": "internal", "summary": "Lists entity custom fields definitions", - "description": "Utility method" + "description": "Utility method", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "CustomFieldsGetEntityCustomFields", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/EntityTypes/GetEntityTypes": { @@ -459,7 +522,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" } ], "responses": { @@ -483,7 +546,16 @@ } }, "summary": "List entity types", - "description": "Returns a list with all Entity Types from the 360 Portfolio Insights site." + "description": "Returns a list with all Entity Types from the NH360 Portfolio Insights site.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EntityTypesGetEntityTypes", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/Events/AddFinancialValuesChangedHook": { @@ -651,9 +723,9 @@ } }, "summary": "On Entity Created", - "description": "Executed when a new entity is created in the 360 Portfolio Insights site.", + "description": "Executed when a new entity is created in the NH360 Portfolio Insights site.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when a new entity is created in the 360 Portfolio Insights site." + "x-ms-trigger-hint": "Executed when a new entity is created in the NH360 Portfolio Insights site." } }, "/Events/AddEntityUpdatedHook": { @@ -821,9 +893,9 @@ } }, "summary": "On Entity Deleted", - "description": "Executed when one or more entities are deleted from the 360 Portfolio Insights site.", + "description": "Executed when one or more entities are deleted from the NH360 Portfolio Insights site.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when one or more entities are deleted from the 360 Portfolio Insights site." + "x-ms-trigger-hint": "Executed when one or more entities are deleted from the NH360 Portfolio Insights site." } }, "/Events/AddStageTransitionHook": { @@ -990,6 +1062,7 @@ "description": "Server error" } }, + "x-ms-visibility": "internal", "summary": "On Breakdown Values Changed", "description": "Triggered when the breakdown values change", "x-ms-trigger": "single", @@ -999,7 +1072,7 @@ "/Events/AddActualsApprovalWorkflowStartedHook": { "x-ms-notification-content": { "schema": { - "$ref": "#/definitions/ActualsEventArgsBase" + "$ref": "#/definitions/RemoteActualsStatusEventArgs" } }, "post": { @@ -1084,7 +1157,7 @@ "/Events/AddActualsPeriodStatusChangedHook": { "x-ms-notification-content": { "schema": { - "$ref": "#/definitions/RemoteActualsStatusEventArgs" + "$ref": "#/definitions/RemoteStageEventArgs" } }, "post": { @@ -1841,9 +1914,9 @@ } }, "summary": "On Milestone Created", - "description": "Executed when a milestone is created in the 360 Portfolio Insights site.", + "description": "Executed when a milestone is created in the NH360 Portfolio Insights site.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when a milestone is created in the 360 Portfolio Insights site." + "x-ms-trigger-hint": "Executed when a milestone is created in the NH360 Portfolio Insights site." } }, "/Events/AddMilestoneUpdatedHook": { @@ -1926,9 +1999,9 @@ } }, "summary": "On Milestone Updated", - "description": "Executed when a milestone is edited in the 360 Portfolio Insights site.", + "description": "Executed when a milestone is edited in the NH360 Portfolio Insights site.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when a milestone is edited in the 360 Portfolio Insights site." + "x-ms-trigger-hint": "Executed when a milestone is edited in the NH360 Portfolio Insights site." } }, "/Events/AddMilestoneDeletedHook": { @@ -2011,9 +2084,9 @@ } }, "summary": "On Milestone Deleted", - "description": "Executed when a milestone is deleted in the 360 Portfolio Insights site.", + "description": "Executed when a milestone is deleted in the NH360 Portfolio Insights site.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when a milestone is deleted in the 360 Portfolio Insights site." + "x-ms-trigger-hint": "Executed when a milestone is deleted in the NH360 Portfolio Insights site." } }, "/Events/AddRelationshipCreatedHook": { @@ -2096,9 +2169,9 @@ } }, "summary": "On Relationship Created", - "description": "Executed each time a new relationship is created in the 360 Portfolio Insights site.", + "description": "Executed each time a new relationship is created in the NH360 Portfolio Insights site.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed each time a new relationship is created in the 360 Portfolio Insights site." + "x-ms-trigger-hint": "Executed each time a new relationship is created in the NH360 Portfolio Insights site." } }, "/Events/AddRelationshipUpdatedHook": { @@ -2181,9 +2254,9 @@ } }, "summary": "On Relationship Updated", - "description": "Executed each time a new relationship is edited in the 360 Portfolio Insights site.", + "description": "Executed each time a new relationship is edited in the NH360 Portfolio Insights site.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed each time a new relationship is edited in the 360 Portfolio Insights site." + "x-ms-trigger-hint": "Executed each time a new relationship is edited in the NH360 Portfolio Insights site." } }, "/Events/AddRelationshipDeletedHook": { @@ -2266,9 +2339,9 @@ } }, "summary": "On Relationship Deleted", - "description": "Executed each time a new relationship is deleted in the 360 Portfolio Insights site.", + "description": "Executed each time a new relationship is deleted in the NH360 Portfolio Insights site.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed each time a new relationship is deleted in the 360 Portfolio Insights site." + "x-ms-trigger-hint": "Executed each time a new relationship is deleted in the NH360 Portfolio Insights site." } }, "/Events/DeleteHook": { @@ -2310,7 +2383,16 @@ }, "x-ms-visibility": "internal", "summary": "Removes an existing trigger", - "description": "Called to remove trigger hooks" + "description": "Called to remove trigger hooks", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsDeleteHook", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialBreakdowns/GetFinancialBreakdowns": { @@ -2333,7 +2415,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -2385,7 +2467,16 @@ }, "x-ms-visibility": "internal", "summary": "Lists financial breakdowns", - "description": "Utility method" + "description": "Utility method", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialBreakdownsGetFinancialBreakdowns", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialDimensions/GetFinancialDimensions": { @@ -2408,7 +2499,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -2447,7 +2538,16 @@ }, "x-ms-visibility": "internal", "summary": "Lists financial dimensions", - "description": "Utility method" + "description": "Utility method", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialDimensionsGetFinancialDimensions", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/CreateEntity": { @@ -2470,7 +2570,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityTypeUid", @@ -2530,7 +2630,16 @@ } }, "summary": "Create entity", - "description": "Create a new entity in the 360 Portfolio Insights site." + "description": "Create a new entity in the NH360 Portfolio Insights site.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesCreateEntity", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/UpdateEntity": { @@ -2548,7 +2657,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "UMT360 site to read data from" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -2612,7 +2721,16 @@ }, "x-ms-visibility": "internal", "summary": "Update entity", - "description": "Updates information of an existing entity" + "description": "Updates information of an existing entity", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesUpdateEntity", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/DeleteEntity": { @@ -2630,7 +2748,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "UMT360 site to read data from" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -2678,7 +2796,16 @@ }, "x-ms-visibility": "internal", "summary": "Delete entity", - "description": "Deletes an existing entity" + "description": "Deletes an existing entity", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesDeleteEntity", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/GetAllEntitiesShallow": { @@ -2724,7 +2851,71 @@ }, "x-ms-visibility": "internal", "summary": "Lists all entities", - "description": "Utility method" + "description": "Utility method", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesGetAllEntitiesShallow", + "x-ms-require-user-confirmation": false + } + ] + } + } + }, + "/FinancialEntities/GetAllInternalEntitiesWithLifecycle": { + "get": { + "tags": [ + "FinancialEntities" + ], + "operationId": "FinancialEntitiesGetAllInternalEntitiesWithLifecycle", + "consumes": [], + "produces": [ + "application/json", + "text/json", + "application/xml", + "text/xml" + ], + "parameters": [ + { + "name": "siteUrl", + "in": "query", + "required": true, + "type": "string" + } + ], + "responses": { + "200": { + "description": "OK", + "schema": { + "type": "array", + "items": { + "$ref": "#/definitions/Item" + } + } + }, + "400": { + "description": "Bad request" + }, + "404": { + "description": "Endpoint not found" + }, + "500": { + "description": "Server error" + } + }, + "x-ms-visibility": "internal", + "summary": "Lists all entities with lifecycle settings", + "description": "Utility method", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesGetAllInternalEntitiesWithLifecycle", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/GetAllEntities": { @@ -2747,7 +2938,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "filter", @@ -2789,7 +2980,16 @@ } }, "summary": "List all entities", - "description": "Returns a list with all Entities from the 360 Portfolio Insights site." + "description": "Returns a list with all Entities from the NH360 Portfolio Insights site.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesGetAllEntities", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/GetEntity": { @@ -2812,7 +3012,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -2871,7 +3071,16 @@ } }, "summary": "Get entity", - "description": "Returns properties of a selected entity." + "description": "Returns properties of a selected entity.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesGetEntity", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/GetTimePeriods": { @@ -3013,7 +3222,16 @@ }, "x-ms-visibility": "internal", "summary": "Lists time periods", - "description": "Utility method" + "description": "Utility method", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesGetTimePeriods", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/GetTimePeriodStatusEnumValues": { @@ -3051,7 +3269,16 @@ }, "x-ms-visibility": "internal", "summary": "Lists time periods status enum values", - "description": "Utility method" + "description": "Utility method", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesGetTimePeriodStatusEnumValues", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/GetEntityFields": { @@ -3074,7 +3301,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -3127,7 +3354,16 @@ } }, "summary": "Get entity fields", - "description": "Returns a list with an entity\u2019s field names and their unique identifiers." + "description": "Returns a list with an entity\u2019s field names and their unique identifiers.", + "x-ms-openai-data": { + "openai-enabled": false, + "operations": [ + { + "operationId": "FinancialEntitiesGetEntityFields", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/GetEntityFieldValues": { @@ -3150,7 +3386,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -3203,7 +3439,16 @@ } }, "summary": "Get entity fields values", - "description": "Returns a list with all Entity Fields and their values for a certain entity." + "description": "Returns a list with all Entity Fields and their values for a certain entity.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesGetEntityFieldValues", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/GetEntityFieldValue": { @@ -3226,7 +3471,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -3310,7 +3555,133 @@ } }, "summary": "Get entity field value", - "description": "Returns a specific Entity Field value from an entity." + "description": "Returns a specific Entity Field value from an entity.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesGetEntityFieldValue", + "x-ms-require-user-confirmation": false + } + ] + } + } + }, + "/FinancialEntities/ExecuteStageValidation": { + "get": { + "tags": [ + "FinancialEntities" + ], + "operationId": "FinancialEntitiesExecuteStageValidation", + "consumes": [], + "produces": [ + "application/json", + "text/json", + "application/xml", + "text/xml" + ], + "parameters": [ + { + "name": "siteUrl", + "in": "query", + "required": true, + "type": "string", + "x-ms-summary": "Site URL", + "description": "The absolute URL of your NH360 Portfolio Insights site" + }, + { + "name": "entityId", + "in": "query", + "required": true, + "type": "string", + "format": "uuid", + "x-ms-dynamic-values": { + "operationId": "FinancialEntitiesGetAllInternalEntitiesWithLifecycle", + "value-path": "Id", + "value-title": "Name", + "parameters": { + "siteUrl": { + "parameter": "siteUrl" + } + } + }, + "x-ms-dynamic-list": { + "operationId": "FinancialEntitiesGetAllInternalEntitiesWithLifecycle", + "itemValuePath": "Id", + "itemTitlePath": "Name", + "parameters": { + "siteUrl": { + "parameterReference": "siteUrl" + } + } + }, + "x-ms-summary": "Entity", + "description": "Choose entity by name or input an entity Uid." + }, + { + "name": "stageId", + "in": "query", + "required": false, + "type": "string", + "format": "uuid", + "x-ms-dynamic-values": { + "operationId": "FinancialEntitiesGetEntityStages", + "value-path": "Id", + "value-title": "Name", + "parameters": { + "siteUrl": { + "parameter": "siteUrl" + }, + "entityId": { + "parameter": "entityId" + } + } + }, + "x-ms-dynamic-list": { + "operationId": "FinancialEntitiesGetEntityStages", + "itemValuePath": "Id", + "itemTitlePath": "Name", + "parameters": { + "siteUrl": { + "parameterReference": "siteUrl" + }, + "entityId": { + "parameterReference": "entityId" + } + } + }, + "x-ms-summary": "Stage", + "description": "Choose stage by name or input stage Uid." + } + ], + "responses": { + "200": { + "description": "OK", + "schema": { + "type": "boolean" + } + }, + "400": { + "description": "Bad request" + }, + "404": { + "description": "Endpoint not found" + }, + "500": { + "description": "Server error" + } + }, + "summary": "Get the entity's stage validation status", + "description": "Returns the entity's stage validation status.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesExecuteStageValidation", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/SetEntityFieldValue": { @@ -3328,7 +3699,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -3411,7 +3782,16 @@ } }, "summary": "Update entity field value", - "description": "Update the value of an Entity Field. For fields that use Option Sets, the Value should be set using the Option Set Value unique identifier." + "description": "Update the value of an Entity Field. For fields that use Option Sets, the Value should be set using the Option Set Value unique identifier.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesSetEntityFieldValue", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/GetFinancialValue": { @@ -3434,7 +3814,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "UMT360 site to read data from" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -3677,7 +4057,16 @@ }, "x-ms-visibility": "internal", "summary": "Read Entity Financial Value", - "description": "Reads a financial value from an entity" + "description": "Reads a financial value from an entity", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesGetFinancialValue", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/SetFinancialValue": { @@ -3695,7 +4084,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "UMT360 site to read data from" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -3944,7 +4333,16 @@ }, "x-ms-visibility": "internal", "summary": "Update Entity Financial Value", - "description": "Updates an financial value for an entity" + "description": "Updates an financial value for an entity", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesSetFinancialValue", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/GetBreakdownValue": { @@ -3967,7 +4365,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "UMT360 site to read data from" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -4257,7 +4655,16 @@ }, "x-ms-visibility": "internal", "summary": "Read Entity Financial Breakdown Value", - "description": "Reads a value from an entity financial breakdown" + "description": "Reads a value from an entity financial breakdown", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesGetBreakdownValue", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/SetBreakdownValue": { @@ -4275,7 +4682,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "UMT360 site to read data from" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -4571,7 +4978,16 @@ }, "x-ms-visibility": "internal", "summary": "Update Entity Financial Breakdown Value", - "description": "Updates a value to an entity financial breakdown" + "description": "Updates a value to an entity financial breakdown", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesSetBreakdownValue", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/GetFinancialCustomFieldValue": { @@ -4594,7 +5010,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -4818,7 +5234,16 @@ } }, "summary": "Get financial custom field value", - "description": "Returns the value of a financial custom field." + "description": "Returns the value of a financial custom field.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesGetFinancialCustomFieldValue", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/SetCustomFinancialFieldValue": { @@ -4842,7 +5267,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -5071,7 +5496,16 @@ } }, "summary": "Update financial custom field", - "description": "Update the values of financial custom fields." + "description": "Update the values of financial custom fields.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesSetCustomFinancialFieldValue", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/GetActualsPeriodStatus": { @@ -5094,7 +5528,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "UMT360 site to read data from" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -5267,7 +5701,16 @@ }, "x-ms-visibility": "internal", "summary": "Read actuals Period Status", - "description": "Reads the status of a time period" + "description": "Reads the status of a time period", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesGetActualsPeriodStatus", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/SetActualsPeriodStatus": { @@ -5285,7 +5728,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "UMT360 site to read data from" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -5475,7 +5918,16 @@ }, "x-ms-visibility": "internal", "summary": "Update Actuals Period Status", - "description": "Updates the status of a reporting time period" + "description": "Updates the status of a reporting time period", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesSetActualsPeriodStatus", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/GetEntityResources": { @@ -5498,7 +5950,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityUid", @@ -5551,7 +6003,16 @@ } }, "summary": "Get resources assigned to entity", - "description": "Returns all the name and unique identifier of all resources assigned to a selected entity." + "description": "Returns all the name and unique identifier of all resources assigned to a selected entity.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesGetEntityResources", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialEntities/AddEntityResource": { @@ -5574,7 +6035,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityUid", @@ -5655,22 +6116,26 @@ } }, "summary": "Add resource to entity", - "description": "Assign a resource to an entity." + "description": "Assign a resource to an entity.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesAddEntityResource", + "x-ms-require-user-confirmation": false + } + ] + } } }, - "/FinancialTypes/GetFinancialTypes": { - "get": { + "/FinancialEntities/ExecuteStageTransition": { + "post": { "tags": [ - "FinancialTypes" + "FinancialEntities" ], - "operationId": "FinancialTypesGetFinancialTypes", + "operationId": "FinancialEntitiesExecuteStageTransition", "consumes": [], - "produces": [ - "application/json", - "text/json", - "application/xml", - "text/xml" - ], + "produces": [], "parameters": [ { "name": "siteUrl", @@ -5678,23 +6143,512 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", "in": "query", "required": true, "type": "string", - "x-ms-summary": "Entity", - "description": "Insert entity Uid." - } - ], - "responses": { - "200": { - "description": "OK", - "schema": { - "type": "array", - "items": { + "format": "uuid", + "x-ms-dynamic-values": { + "operationId": "FinancialEntitiesGetAllInternalEntitiesWithLifecycle", + "value-path": "Id", + "value-title": "Name", + "parameters": { + "siteUrl": { + "parameter": "siteUrl" + } + } + }, + "x-ms-dynamic-list": { + "operationId": "FinancialEntitiesGetAllInternalEntitiesWithLifecycle", + "itemValuePath": "Id", + "itemTitlePath": "Name", + "parameters": { + "siteUrl": { + "parameterReference": "siteUrl" + } + } + }, + "x-ms-summary": "Entity", + "description": "Choose entity by name or input an entity Uid." + }, + { + "name": "stageId", + "in": "query", + "required": false, + "type": "string", + "format": "uuid", + "x-ms-dynamic-values": { + "operationId": "FinancialEntitiesGetEntityStages", + "value-path": "Id", + "value-title": "Name", + "parameters": { + "siteUrl": { + "parameter": "siteUrl" + }, + "entityId": { + "parameter": "entityId" + } + } + }, + "x-ms-dynamic-list": { + "operationId": "FinancialEntitiesGetEntityStages", + "itemValuePath": "Id", + "itemTitlePath": "Name", + "parameters": { + "siteUrl": { + "parameterReference": "siteUrl" + }, + "entityId": { + "parameterReference": "entityId" + } + } + }, + "x-ms-summary": "Stage", + "description": "Choose stage by name or input a stage Uid." + } + ], + "responses": { + "204": { + "description": "No Content" + }, + "400": { + "description": "Bad request" + }, + "404": { + "description": "Endpoint not found" + }, + "500": { + "description": "Server error" + } + }, + "summary": "Execute Stage Transition", + "description": "Executes an entity stage transition", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesExecuteStageTransition", + "x-ms-require-user-confirmation": false + } + ] + } + } + }, + "/FinancialEntities/GetEntityStages": { + "get": { + "tags": [ + "FinancialEntities" + ], + "operationId": "FinancialEntitiesGetEntityStages", + "consumes": [], + "produces": [ + "application/json", + "text/json", + "application/xml", + "text/xml" + ], + "parameters": [ + { + "name": "siteUrl", + "in": "query", + "required": true, + "type": "string", + "x-ms-summary": "Site URL", + "description": "The absolute URL of your NH360 Portfolio Insights site" + }, + { + "name": "entityId", + "in": "query", + "required": true, + "type": "string", + "format": "uuid", + "x-ms-summary": "Entity", + "description": "Input an entity Uid." + } + ], + "responses": { + "200": { + "description": "OK", + "schema": { + "type": "array", + "items": { + "$ref": "#/definitions/Item" + } + } + }, + "400": { + "description": "Bad request" + }, + "404": { + "description": "Endpoint not found" + }, + "500": { + "description": "Server error" + } + }, + "x-ms-visibility": "internal", + "summary": "Lists entity stages", + "description": "Utility method", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesGetEntityStages", + "x-ms-require-user-confirmation": false + } + ] + } + } + }, + "/FinancialEntities/GetEntityHistoryEntries": { + "get": { + "tags": [ + "FinancialEntities" + ], + "operationId": "FinancialEntitiesGetEntityHistoryEntries", + "consumes": [], + "produces": [ + "application/json", + "text/json", + "application/xml", + "text/xml" + ], + "parameters": [ + { + "name": "siteUrl", + "in": "query", + "required": true, + "type": "string", + "x-ms-summary": "Site URL", + "description": "The absolute URL of your NH360 Portfolio Insights site" + }, + { + "name": "entityId", + "in": "query", + "required": true, + "type": "string", + "format": "uuid", + "x-ms-dynamic-values": { + "operationId": "FinancialEntitiesGetAllInternalEntitiesWithLifecycle", + "value-path": "Id", + "value-title": "Name", + "parameters": { + "siteUrl": { + "parameter": "siteUrl" + } + } + }, + "x-ms-dynamic-list": { + "operationId": "FinancialEntitiesGetAllInternalEntitiesWithLifecycle", + "itemValuePath": "Id", + "itemTitlePath": "Name", + "parameters": { + "siteUrl": { + "parameterReference": "siteUrl" + } + } + }, + "x-ms-summary": "Entity", + "description": "Choose entity by name or input an entity Uid." + } + ], + "responses": { + "200": { + "description": "OK", + "schema": { + "type": "array", + "items": { + "$ref": "#/definitions/EntityHistoryEntry" + } + } + }, + "400": { + "description": "Bad request" + }, + "404": { + "description": "Endpoint not found" + }, + "500": { + "description": "Server error" + } + }, + "summary": "List entity history entries", + "description": "Retrieve a list containing all history entries for the selected entity.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesGetEntityHistoryEntries", + "x-ms-require-user-confirmation": false + } + ] + } + } + }, + "/FinancialEntities/GetInitiatorEnumValues": { + "get": { + "tags": [ + "FinancialEntities" + ], + "operationId": "FinancialEntitiesGetInitiatorEnumValues", + "consumes": [], + "produces": [ + "application/json", + "text/json", + "application/xml", + "text/xml" + ], + "responses": { + "200": { + "description": "OK", + "schema": { + "type": "array", + "items": { + "$ref": "#/definitions/Item" + } + } + }, + "400": { + "description": "Bad request" + }, + "404": { + "description": "Endpoint not found" + }, + "500": { + "description": "Server error" + } + }, + "x-ms-visibility": "internal", + "summary": "List initiators enum values", + "description": "Utility method", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesGetInitiatorEnumValues", + "x-ms-require-user-confirmation": false + } + ] + } + } + }, + "/FinancialEntities/GetIconEnumValues": { + "get": { + "tags": [ + "FinancialEntities" + ], + "operationId": "FinancialEntitiesGetIconEnumValues", + "consumes": [], + "produces": [ + "application/json", + "text/json", + "application/xml", + "text/xml" + ], + "responses": { + "200": { + "description": "OK", + "schema": { + "type": "array", + "items": { + "$ref": "#/definitions/Item" + } + } + }, + "400": { + "description": "Bad request" + }, + "404": { + "description": "Endpoint not found" + }, + "500": { + "description": "Server error" + } + }, + "x-ms-visibility": "internal", + "summary": "List icons options values", + "description": "Utility method", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesGetIconEnumValues", + "x-ms-require-user-confirmation": false + } + ] + } + } + }, + "/FinancialEntities/LogEntityHistoryEntry": { + "post": { + "tags": [ + "FinancialEntities" + ], + "operationId": "FinancialEntitiesLogEntityHistoryEntry", + "consumes": [], + "produces": [], + "parameters": [ + { + "name": "siteUrl", + "in": "query", + "required": true, + "type": "string", + "x-ms-summary": "Site URL", + "description": "The absolute URL of your NH360 Portfolio Insights site" + }, + { + "name": "entityId", + "in": "query", + "required": true, + "type": "string", + "format": "uuid", + "x-ms-dynamic-values": { + "operationId": "FinancialEntitiesGetAllInternalEntitiesWithLifecycle", + "value-path": "Id", + "value-title": "Name", + "parameters": { + "siteUrl": { + "parameter": "siteUrl" + } + } + }, + "x-ms-dynamic-list": { + "operationId": "FinancialEntitiesGetAllInternalEntitiesWithLifecycle", + "itemValuePath": "Id", + "itemTitlePath": "Name", + "parameters": { + "siteUrl": { + "parameterReference": "siteUrl" + } + } + }, + "x-ms-summary": "Entity", + "description": "Choose entity by name or input an entity Uid." + }, + { + "name": "activityType", + "in": "query", + "required": true, + "type": "string", + "x-ms-summary": "Activity type", + "description": "Insert the activity type (ex: Entity field value changed )" + }, + { + "name": "activityTypeIcon", + "in": "query", + "required": true, + "type": "string", + "x-ms-dynamic-values": { + "operationId": "FinancialEntitiesGetIconEnumValues", + "value-path": "Name", + "value-title": "Name", + "parameters": {} + }, + "x-ms-dynamic-list": { + "operationId": "FinancialEntitiesGetIconEnumValues", + "itemValuePath": "Name", + "itemTitlePath": "Name", + "parameters": {} + }, + "x-ms-summary": "Activity icon", + "description": "Insert a fluent UI Icon (ex: arrow_step _back_16_regular)." + }, + { + "name": "activityDetails", + "in": "query", + "required": true, + "type": "string", + "x-ms-summary": "Activity Details", + "description": "Insert some activity details" + }, + { + "name": "systemInitiator", + "in": "query", + "required": true, + "type": "string", + "x-ms-dynamic-values": { + "operationId": "FinancialEntitiesGetInitiatorEnumValues", + "value-path": "Id", + "value-title": "Name", + "parameters": {} + }, + "x-ms-dynamic-list": { + "operationId": "FinancialEntitiesGetInitiatorEnumValues", + "itemValuePath": "Id", + "itemTitlePath": "Name", + "parameters": {} + }, + "x-ms-summary": "Add power apps user as initiator", + "description": "Select if user from power apps is consider initiator" + } + ], + "responses": { + "204": { + "description": "No Content" + }, + "400": { + "description": "Bad request" + }, + "404": { + "description": "Endpoint not found" + }, + "500": { + "description": "Server error" + } + }, + "summary": "Add a new entry to the entity's history log", + "description": "Add a log entry to the chosen entity's history.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesLogEntityHistoryEntry", + "x-ms-require-user-confirmation": false + } + ] + } + } + }, + "/FinancialTypes/GetFinancialTypes": { + "get": { + "tags": [ + "FinancialTypes" + ], + "operationId": "FinancialTypesGetFinancialTypes", + "consumes": [], + "produces": [ + "application/json", + "text/json", + "application/xml", + "text/xml" + ], + "parameters": [ + { + "name": "siteUrl", + "in": "query", + "required": true, + "type": "string", + "x-ms-summary": "Site URL", + "description": "The absolute URL of your NH360 Portfolio Insights site" + }, + { + "name": "entityId", + "in": "query", + "required": true, + "type": "string", + "x-ms-summary": "Entity", + "description": "Insert entity Uid." + } + ], + "responses": { + "200": { + "description": "OK", + "schema": { + "type": "array", + "items": { "$ref": "#/definitions/Item" } } @@ -5711,7 +6665,16 @@ }, "x-ms-visibility": "internal", "summary": "Lists financial types", - "description": "Utility method" + "description": "Utility method", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialTypesGetFinancialTypes", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/FinancialTypes/GetFinancialNodes": { @@ -5734,7 +6697,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -5775,7 +6738,16 @@ }, "x-ms-visibility": "internal", "summary": "Lists financial nodes", - "description": "Utility method" + "description": "Utility method", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialTypesGetFinancialNodes", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/LookupTable/GetLookupTablesWithValues": { @@ -5798,7 +6770,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" } ], "responses": { @@ -5823,7 +6795,16 @@ }, "x-ms-visibility": "internal", "summary": "List all option sets with values", - "description": "Returns a list with all option sets with values from the 360 Portfolio Insights site." + "description": "Returns a list with all option sets with values from the 360 Portfolio Insights site.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "LookupTableGetLookupTablesWithValues", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/LookupTable/GetLookupTables": { @@ -5846,7 +6827,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" } ], "responses": { @@ -5870,7 +6851,16 @@ } }, "summary": "List all option sets", - "description": "Returns a list with all options sets from the 360 Portfolio Insights site." + "description": "Returns a list with all options sets from the NH360 Portfolio Insights site.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "LookupTableGetLookupTables", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/LookupTable/GetLookupTableValues": { @@ -5893,7 +6883,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "optionSetUid", @@ -5946,7 +6936,16 @@ } }, "summary": "Get option set values", - "description": "Returns a list with all available values of a selected Option Set" + "description": "Returns a list with all available values of a selected Option Set", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "LookupTableGetLookupTableValues", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/Milestones/GetMilestones": { @@ -5969,7 +6968,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -6003,7 +7002,16 @@ }, "x-ms-visibility": "internal", "summary": "Lists milestones", - "description": "Utility method" + "description": "Utility method", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "MilestonesGetMilestones", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/Milestones/GetMilestone": { @@ -6026,7 +7034,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "UMT360 site to read data from" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -6112,7 +7120,16 @@ }, "x-ms-visibility": "internal", "summary": "Read Milestone", - "description": "Reads the properties of a milestone" + "description": "Reads the properties of a milestone", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "MilestonesGetMilestone", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/Milestones/UpdateMilestone": { @@ -6130,7 +7147,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -6257,7 +7274,16 @@ }, "x-ms-visibility": "internal", "summary": "Update Milestone", - "description": "Sets the properties of a milestone" + "description": "Sets the properties of a milestone", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "MilestonesUpdateMilestone", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/Milestones/GetMilestoneFieldValues": { @@ -6280,7 +7306,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -6369,7 +7395,16 @@ }, "x-ms-visibility": "internal", "summary": "Read Milestone Fields Values", - "description": "Reads the values of the milesone fields" + "description": "Reads the values of the milesone fields", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "MilestonesGetMilestoneFieldValues", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/Milestones/GetMilestoneFieldValue": { @@ -6392,7 +7427,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -6506,7 +7541,16 @@ }, "x-ms-visibility": "internal", "summary": "Read Milestone Field Value", - "description": "Reads the value of a milestone field" + "description": "Reads the value of a milestone field", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "MilestonesGetMilestoneFieldValue", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/Milestones/SetMilestoneFieldValue": { @@ -6524,7 +7568,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" }, { "name": "entityId", @@ -6643,7 +7687,16 @@ }, "x-ms-visibility": "internal", "summary": "Update Milestone Field Value", - "description": "Updates the value of a milestone field" + "description": "Updates the value of a milestone field", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "MilestonesSetMilestoneFieldValue", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/Milestones/GetMilestoneStatusEnumValues": { @@ -6704,7 +7757,7 @@ "required": true, "type": "string", "x-ms-summary": "Site URL", - "description": "The absolute URL of your 360 Portfolio Insights site" + "description": "The absolute URL of your NH360 Portfolio Insights site" } ], "responses": { @@ -6729,7 +7782,7 @@ }, "x-ms-visibility": "internal", "summary": "List all resources", - "description": "List all resources from 360 Portfolio Insights" + "description": "List all resources from NH360 Portfolio Insights" } } }, @@ -7048,6 +8101,43 @@ } } }, + "EntityHistoryEntry": { + "type": "object", + "properties": { + "Id": { + "format": "uuid", + "type": "string", + "example": "00000000-0000-0000-0000-000000000000" + }, + "EntityId": { + "format": "uuid", + "type": "string", + "example": "00000000-0000-0000-0000-000000000000" + }, + "Date": { + "format": "date-time", + "type": "string" + }, + "DateString": { + "type": "string" + }, + "Claim": { + "type": "string" + }, + "Initiator": { + "type": "string" + }, + "ActivityType": { + "type": "string" + }, + "ActivityTypeIcon": { + "type": "string" + }, + "ActivityDetails": { + "type": "string" + } + } + }, "LookupTable": { "type": "object", "properties": { @@ -7262,38 +8352,6 @@ } } }, - "ActualsEventArgsBase": { - "type": "object", - "properties": { - "EntityUid": { - "format": "uuid", - "type": "string", - "readOnly": true, - "example": "00000000-0000-0000-0000-000000000000" - }, - "PeriodStartDate": { - "format": "date-time", - "type": "string", - "readOnly": true - }, - "PeriodName": { - "type": "string", - "readOnly": true - }, - "EnterpriseFinancialTypeUid": { - "format": "uuid", - "type": "string", - "readOnly": true, - "example": "00000000-0000-0000-0000-000000000000" - }, - "FinancialDimensionUid": { - "format": "uuid", - "type": "string", - "readOnly": true, - "example": "00000000-0000-0000-0000-000000000000" - } - } - }, "RemoteActualsStatusEventArgs": { "type": "object", "properties": { @@ -7503,8 +8561,8 @@ "securityDefinitions": { "aad": { "type": "oauth2", - "description": "OAuth2 with Azure Active Directory", "flow": "accessCode", + "description": "OAuth2 with Azure Active Directory", "authorizationUrl": "https://login.windows.net/common/oauth2/authorize", "tokenUrl": "https://login.windows.net/common/oauth2/token", "scopes": { @@ -7515,17 +8573,23 @@ "x-ms-connector-metadata": [ { "propertyName": "Website", - "propertyValue": "https://www.umt360.com/products/strategic-portfolio-management-software/" + "propertyValue": "https://www.northhighland.com/strategic-portfolio-manager" }, { "propertyName": "Privacy policy", - "propertyValue": "https://www.umt360.com/privacy-policy/" + "propertyValue": "https://www.northhighland.com/nh360-privacy-policy" }, { "propertyName": "Categories", "propertyValue": "Business Management" } ], + "x-ms-openai-manifest": { + "humanName": "NH360 Strategic Portfolio Manager", + "modelDescription": "This is a Copilot plugin for NH360 Strategic Portfolio Manager. It allows users to interact with initiatives, projects, epics, etc. and data from NH360 Portfolio Insights.", + "contactEmail": "spm-support@northhighland.com", + "legalUrl": "https://www.northhighland.com/nh360-privacy-policy" + }, "security": [ { "aad": [ diff --git a/certified-connectors/Strategic Portfolio Manager/apiProperties.json b/certified-connectors/Strategic Portfolio Manager/apiProperties.json index a9a68fc5eb..516648533c 100644 --- a/certified-connectors/Strategic Portfolio Manager/apiProperties.json +++ b/certified-connectors/Strategic Portfolio Manager/apiProperties.json @@ -29,9 +29,9 @@ } } }, - "iconBrandColor": "#105598", + "iconBrandColor": "#132e53", "capabilities": [], - "publisher": "UMT 360 LLC", - "stackOwner": "UMT 360 LLC" + "publisher": "The North Highland Company", + "stackOwner": "The North Highland Company" } } \ No newline at end of file From 2f54f98a69ef56c59dff98348757835071d7e1a5 Mon Sep 17 00:00:00 2001 From: sanda-cheudan <131259420+sanda-cheudan@users.noreply.github.com> Date: Tue, 2 Apr 2024 14:27:25 +0300 Subject: [PATCH 4/7] Update Readme.md --- .../Strategic Portfolio Manager/Readme.md | 32 +++++++++---------- 1 file changed, 16 insertions(+), 16 deletions(-) diff --git a/certified-connectors/Strategic Portfolio Manager/Readme.md b/certified-connectors/Strategic Portfolio Manager/Readme.md index b1a4d4710a..396c32bea7 100644 --- a/certified-connectors/Strategic Portfolio Manager/Readme.md +++ b/certified-connectors/Strategic Portfolio Manager/Readme.md @@ -1,8 +1,8 @@ ### NOTE -The Strategic Portfolio Manager connector allows users to interact with initiatives, projects, epics, etc. and data from NH360 Portfolio Insights using Microsoft Power Automate or Power Apps. +The NH360 Portfolio Insights connector allows users to interact with initiatives, projects, epics, etc. and data from NH360 Portfolio Insights using Microsoft Power Automate or Power Apps. -## Strategic Portfolio Manager Connector -Strategic Portfolio Manager enables you to continuously connect, align and orchestrate all investments with strategies to drive business agility more effectively. +## NH360 Portfolio Insights Connector +NH360 Portfolio Insights Connector enables you to continuously connect, align and orchestrate all investments with strategies to drive business agility more effectively. It connects disparate silos across the enterprise and provides 360 degrees of insight to help ensure that all investments are derived from – and continuously align with – strategic priorities. ## Publisher: @@ -16,15 +16,15 @@ You will need the following to proceed: ## Supported Operations The connector supports the following operations: -* `Create entity`: Create a new entity in the Strategic Portfolio Manager site. +* `Create entity`: Create a new entity in the NH360 Portfolio Insights site. * `Get entity`: Returns properties of a selected entity. -* `List all entities`: Returns a list with all Entities from the Strategic Portfolio Manager site. -* `List entity types`: Returns a list with all Entity Types from the Strategic Portfolio Manager site. +* `List all entities`: Returns a list with all Entities from the NH360 Portfolio Insights site. +* `List entity types`: Returns a list with all Entity Types from the NH360 Portfolio Insights site. * `Get entity field value`: Returns a specific Entity Field value from an entity. * `Get entity fields values`: Returns a list with all Entity Fields and their values for a certain entity. * `Get entity fields`: Returns a list with an entity’s field names and their unique identifiers. * `Get option set values`: Returns a list with all available values of a selected Option Set -* `List all options sets`: Returns a list with all options sets from the Strategic Portfolio Manager site. +* `List all options sets`: Returns a list with all options sets from the NH360 Portfolio Insights site. * `Update entity field value`: Update the value of an Entity Field. For fields that use Option Sets, the Value should be set using the Option Set Value unique identifier. * `Add resource to entity`: Assign a resource to an entity. * `Get resources assigned to entity`: Returns all the name and unique identifier of all resources assigned to a selected entity. @@ -38,19 +38,19 @@ The connector supports the following operations: ## Supported Triggers: The connector supports the following triggers: -* `On Entity Created`: Executed when a new entity is created in the Strategic Portfolio Manager site. -* `On Entity Deleted`: Executed when one or more entities are deleted from the Strategic Portfolio Manager site. +* `On Entity Created`: Executed when a new entity is created in the NH360 Portfolio Insights site. +* `On Entity Deleted`: Executed when one or more entities are deleted from the NH360 Portfolio Insights site. * `On Entity Updated`: Executed when entity fields are updated. * `On Financial Values Change`: Executed when a financial value is changed. * `On Resource Assignment Created`: Executed when one or more resources are added to an entity’s resource plan. * `On Resource Assignment Removed`: Executed when one or more resources are deleted. * `On Resource Assignment Updated`: Executed when one or more resources are re-assigned. -* `On Milestone Created`: Executed when a milestone is created in the Strategic Portfolio Manager site. -* `On Milestone Deleted`: Executed when a milestone is deleted in the Strategic Portfolio Manager site. -* `On Milestone Updated`: Executed when a milestone is edited in the Strategic Portfolio Manager site. -* `On Relationship Created`: Executed each time a new relationship is created in the Strategic Portfolio Manager site. -* `On Relationship Deleted`: Executed each time a new relationship is deleted in the Strategic Portfolio Manager site. -* `On Relationship Updated`: Executed each time a new relationship is edited in the Strategic Portfolio Manager site. +* `On Milestone Created`: Executed when a milestone is created in the NH360 Portfolio Insights site. +* `On Milestone Deleted`: Executed when a milestone is deleted in the NH360 Portfolio Insights site. +* `On Milestone Updated`: Executed when a milestone is edited in the NH360 Portfolio Insights site. +* `On Relationship Created`: Executed each time a new relationship is created in the NH360 Portfolio Insights site. +* `On Relationship Deleted`: Executed each time a new relationship is deleted in the NH360 Portfolio Insights site. +* `On Relationship Updated`: Executed each time a new relationship is edited in the NH360 Portfolio Insights site. * `On Process Stage Transition`: Executed when an entity changes its workflow stage. * `On Change Request Created`: Executed when a new Change Request is created. * `On Change Request Deleted`: Executed when a “Change request” is deleted. @@ -66,4 +66,4 @@ Contact us to start using NH360 Portfolio Insights: [Contact Us](https://www.nor No known issues or limitations ## Deployment Instructions -Please use [these instructions](https://docs.microsoft.com/en-us/connectors/custom-connectors/paconn-cli) to deploy this connector as custom connector in Microsoft Power Automate and Power Apps. \ No newline at end of file +Please use [these instructions](https://docs.microsoft.com/en-us/connectors/custom-connectors/paconn-cli) to deploy this connector as custom connector in Microsoft Power Automate and Power Apps. From 369130dae9a38b4ab35419b763eba950663cc089 Mon Sep 17 00:00:00 2001 From: sanda-cheudan <131259420+sanda-cheudan@users.noreply.github.com> Date: Tue, 2 Apr 2024 14:32:09 +0300 Subject: [PATCH 5/7] Update apiDefinition.swagger.json --- .../apiDefinition.swagger.json | 10 +++++----- 1 file changed, 5 insertions(+), 5 deletions(-) diff --git a/certified-connectors/Strategic Portfolio Manager/apiDefinition.swagger.json b/certified-connectors/Strategic Portfolio Manager/apiDefinition.swagger.json index 965a115773..626424cea3 100644 --- a/certified-connectors/Strategic Portfolio Manager/apiDefinition.swagger.json +++ b/certified-connectors/Strategic Portfolio Manager/apiDefinition.swagger.json @@ -2,8 +2,8 @@ "swagger": "2.0", "info": { "version": "v3.0", - "title": "NH360 Strategic Portfolio Manager", - "description": "Strategic Portfolio Manager enables you to continuously connect, align and orchestrate all investments with strategies to drive business agility more effectively. It connects disparate silos across the enterprise and provides 360 degrees of insight to help ensure that all investments are derived from – and continuously align with – strategic priorities. Connect to Strategic Portfolio Manager to plan, manage, and adjust your initiatives, projects, epics and more.", + "title": "NH360 Portfolio Insights", + "description": "NH360 Portfolio Insights Connector enables you to continuously connect, align and orchestrate all investments with strategies to drive business agility more effectively. It connects disparate silos across the enterprise and provides 360 degrees of insight to help ensure that all investments are derived from – and continuously align with – strategic priorities. Connect to NH360 Portfolio Insights to plan, manage, and adjust your initiatives, projects, epics and more.", "contact": { "name": "NH360 Support", "url": "https://www.northhighland.com/portal", @@ -8585,8 +8585,8 @@ } ], "x-ms-openai-manifest": { - "humanName": "NH360 Strategic Portfolio Manager", - "modelDescription": "This is a Copilot plugin for NH360 Strategic Portfolio Manager. It allows users to interact with initiatives, projects, epics, etc. and data from NH360 Portfolio Insights.", + "humanName": "NH360 Portfolio Insights", + "modelDescription": "This is a Copilot plugin for NH360 Portfolio Insights. It allows users to interact with initiatives, projects, epics, etc. and data from NH360 Portfolio Insights.", "contactEmail": "spm-support@northhighland.com", "legalUrl": "https://www.northhighland.com/nh360-privacy-policy" }, @@ -8598,4 +8598,4 @@ } ], "basePath": "/" -} \ No newline at end of file +} From 0471af7207c39fea55600adfe76d5d9c39ab7585 Mon Sep 17 00:00:00 2001 From: sanda-cheudan <131259420+sanda-cheudan@users.noreply.github.com> Date: Mon, 8 Apr 2024 09:45:51 +0300 Subject: [PATCH 6/7] Update apiDefinition.swagger.json --- .../Strategic Portfolio Manager/apiDefinition.swagger.json | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/certified-connectors/Strategic Portfolio Manager/apiDefinition.swagger.json b/certified-connectors/Strategic Portfolio Manager/apiDefinition.swagger.json index 626424cea3..9e94f67934 100644 --- a/certified-connectors/Strategic Portfolio Manager/apiDefinition.swagger.json +++ b/certified-connectors/Strategic Portfolio Manager/apiDefinition.swagger.json @@ -7395,7 +7395,7 @@ }, "x-ms-visibility": "internal", "summary": "Read Milestone Fields Values", - "description": "Reads the values of the milesone fields", + "description": "Reads the values of the milestone fields", "x-ms-openai-data": { "openai-enabled": true, "operations": [ From 93db6e4d1d8b5aac96c00474ebc1faf1b8e3afdf Mon Sep 17 00:00:00 2001 From: Sanda-Cheudan Date: Thu, 14 Nov 2024 07:01:45 -0800 Subject: [PATCH 7/7] Minor adjustments --- .../Readme.md | 1 + .../apiDefinition.swagger.json | 1905 ++++++++--------- .../apiProperties.json | 0 3 files changed, 923 insertions(+), 983 deletions(-) rename certified-connectors/{Strategic Portfolio Manager => NH360 Portfolio Insights}/Readme.md (97%) rename certified-connectors/{Strategic Portfolio Manager => NH360 Portfolio Insights}/apiDefinition.swagger.json (90%) rename certified-connectors/{Strategic Portfolio Manager => NH360 Portfolio Insights}/apiProperties.json (100%) diff --git a/certified-connectors/Strategic Portfolio Manager/Readme.md b/certified-connectors/NH360 Portfolio Insights/Readme.md similarity index 97% rename from certified-connectors/Strategic Portfolio Manager/Readme.md rename to certified-connectors/NH360 Portfolio Insights/Readme.md index 396c32bea7..f882e12dec 100644 --- a/certified-connectors/Strategic Portfolio Manager/Readme.md +++ b/certified-connectors/NH360 Portfolio Insights/Readme.md @@ -18,6 +18,7 @@ You will need the following to proceed: The connector supports the following operations: * `Create entity`: Create a new entity in the NH360 Portfolio Insights site. * `Get entity`: Returns properties of a selected entity. +* `Get entity -no retry`: Returns the properties of a selected entity. If the entity ID is incorrect, the action will return an error and will not retry. * `List all entities`: Returns a list with all Entities from the NH360 Portfolio Insights site. * `List entity types`: Returns a list with all Entity Types from the NH360 Portfolio Insights site. * `Get entity field value`: Returns a specific Entity Field value from an entity. diff --git a/certified-connectors/Strategic Portfolio Manager/apiDefinition.swagger.json b/certified-connectors/NH360 Portfolio Insights/apiDefinition.swagger.json similarity index 90% rename from certified-connectors/Strategic Portfolio Manager/apiDefinition.swagger.json rename to certified-connectors/NH360 Portfolio Insights/apiDefinition.swagger.json index 9e94f67934..a42cd81f5f 100644 --- a/certified-connectors/Strategic Portfolio Manager/apiDefinition.swagger.json +++ b/certified-connectors/NH360 Portfolio Insights/apiDefinition.swagger.json @@ -51,11 +51,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -137,11 +137,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -184,11 +184,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -310,11 +310,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -367,11 +367,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -424,11 +424,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -481,11 +481,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -538,11 +538,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "List entity types", @@ -559,11 +559,6 @@ } }, "/Events/AddFinancialValuesChangedHook": { - "x-ms-notification-content": { - "schema": { - "$ref": "#/definitions/RemoteFinancialValuesEventArgs" - } - }, "post": { "tags": [ "Events" @@ -588,35 +583,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -630,25 +597,34 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "On Financial Values Change", "description": "Executed when a financial value is changed.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when a financial value is changed." - } - }, - "/Events/AddEntityCreatedHook": { + "x-ms-trigger-hint": "Executed when a financial value is changed.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddFinancialValuesChangedHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, "x-ms-notification-content": { "schema": { - "$ref": "#/definitions/RemoteEntityEventArgs" + "$ref": "#/definitions/RemoteFinancialValuesEventArgs" } - }, + } + }, + "/Events/AddEntityCreatedHook": { "post": { "tags": [ "Events" @@ -673,35 +649,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -715,25 +663,34 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "On Entity Created", "description": "Executed when a new entity is created in the NH360 Portfolio Insights site.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when a new entity is created in the NH360 Portfolio Insights site." - } - }, - "/Events/AddEntityUpdatedHook": { + "x-ms-trigger-hint": "Executed when a new entity is created in the NH360 Portfolio Insights site.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddEntityCreatedHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, "x-ms-notification-content": { "schema": { "$ref": "#/definitions/RemoteEntityEventArgs" } - }, + } + }, + "/Events/AddEntityUpdatedHook": { "post": { "tags": [ "Events" @@ -758,35 +715,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -800,25 +729,34 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "On Entity Updated", "description": "Executed when entity fields are updated.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when entity fields are updated." - } - }, - "/Events/AddEntityDeletedHook": { + "x-ms-trigger-hint": "Executed when entity fields are updated.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddEntityUpdatedHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, "x-ms-notification-content": { "schema": { - "$ref": "#/definitions/RemoteEntityDeletedEventArgs" + "$ref": "#/definitions/RemoteEntityEventArgs" } - }, + } + }, + "/Events/AddEntityDeletedHook": { "post": { "tags": [ "Events" @@ -843,35 +781,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -885,25 +795,34 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "On Entity Deleted", "description": "Executed when one or more entities are deleted from the NH360 Portfolio Insights site.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when one or more entities are deleted from the NH360 Portfolio Insights site." - } - }, - "/Events/AddStageTransitionHook": { + "x-ms-trigger-hint": "Executed when one or more entities are deleted from the NH360 Portfolio Insights site.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddEntityDeletedHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, "x-ms-notification-content": { "schema": { - "$ref": "#/definitions/RemoteStageEventArgs" + "$ref": "#/definitions/RemoteEntityDeletedEventArgs" } - }, + } + }, + "/Events/AddStageTransitionHook": { "post": { "tags": [ "Events" @@ -928,35 +847,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -970,25 +861,34 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "On Process Stage Transition", "description": "Executed when an entity changes its workflow stage.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when an entity changes its workflow stage." - } - }, - "/Events/AddBreakdownValuesChangedHook": { + "x-ms-trigger-hint": "Executed when an entity changes its workflow stage.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddStageTransitionHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, "x-ms-notification-content": { "schema": { - "$ref": "#/definitions/RemoteBreakdownValuesEventArgs" + "$ref": "#/definitions/RemoteStageEventArgs" } - }, + } + }, + "/Events/AddBreakdownValuesChangedHook": { "post": { "tags": [ "Events" @@ -1013,35 +913,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -1055,11 +927,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -1067,14 +939,14 @@ "description": "Triggered when the breakdown values change", "x-ms-trigger": "single", "x-ms-trigger-hint": "Triggered when the breakdown values change" - } - }, - "/Events/AddActualsApprovalWorkflowStartedHook": { + }, "x-ms-notification-content": { "schema": { - "$ref": "#/definitions/RemoteActualsStatusEventArgs" + "$ref": "#/definitions/RemoteBreakdownValuesEventArgs" } - }, + } + }, + "/Events/AddActualsApprovalWorkflowStartedHook": { "post": { "tags": [ "Events" @@ -1099,35 +971,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -1141,25 +985,34 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "On Actuals Approval Workflow Started", "description": "Executed when Actuals Approval workflow starts", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when Actuals Approval workflow starts" - } - }, - "/Events/AddActualsPeriodStatusChangedHook": { + "x-ms-trigger-hint": "Executed when Actuals Approval workflow starts", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddActualsApprovalWorkflowStartedHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, "x-ms-notification-content": { "schema": { - "$ref": "#/definitions/RemoteStageEventArgs" + "$ref": "#/definitions/RemoteActualsStatusEventArgs" } - }, + } + }, + "/Events/AddActualsPeriodStatusChangedHook": { "post": { "tags": [ "Events" @@ -1184,35 +1037,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -1226,25 +1051,34 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" - } - }, + }, + "404": { + "description": "Endpoint not found" + } + }, "summary": "On Actuals Period Status Changed", "description": "Executed when the status of an Actuals Period has been changed. Status values: Any = 0, Opened = 1, Locked = 2, Archived = 3, Waiting For Approval = 4, Open For Edit = 5, Processing = 6, Not Open = 7.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when the status of an Actuals Period has been changed. Status values: Any = 0, Opened = 1, Locked = 2, Archived = 3, Waiting For Approval = 4, Open For Edit = 5, Processing = 6, Not Open = 7." - } - }, - "/Events/AddChangeRequestCreatedHook": { + "x-ms-trigger-hint": "Executed when the status of an Actuals Period has been changed. Status values: Any = 0, Opened = 1, Locked = 2, Archived = 3, Waiting For Approval = 4, Open For Edit = 5, Processing = 6, Not Open = 7.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddActualsPeriodStatusChangedHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, "x-ms-notification-content": { "schema": { - "$ref": "#/definitions/RemoteChangeRequestsEventArgs" + "$ref": "#/definitions/RemoteStageEventArgs" } - }, + } + }, + "/Events/AddChangeRequestCreatedHook": { "post": { "tags": [ "Events" @@ -1269,35 +1103,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -1311,25 +1117,34 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "On Change Request Created", "description": "Executed when a new Change Request is created.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when a new Change Request is created." - } - }, - "/Events/AddChangeRequestUpdatedHook": { + "x-ms-trigger-hint": "Executed when a new Change Request is created.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddChangeRequestCreatedHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, "x-ms-notification-content": { "schema": { "$ref": "#/definitions/RemoteChangeRequestsEventArgs" } - }, + } + }, + "/Events/AddChangeRequestUpdatedHook": { "post": { "tags": [ "Events" @@ -1354,35 +1169,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -1396,25 +1183,34 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "On Change Request Updated", "description": "Executed when a Change Request is updated.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when a Change Request is updated." - } - }, - "/Events/AddChangeRequestDeletedHook": { + "x-ms-trigger-hint": "Executed when a Change Request is updated.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddChangeRequestUpdatedHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, "x-ms-notification-content": { "schema": { "$ref": "#/definitions/RemoteChangeRequestsEventArgs" } - }, + } + }, + "/Events/AddChangeRequestDeletedHook": { "post": { "tags": [ "Events" @@ -1439,35 +1235,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -1481,25 +1249,34 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "On Change Request Deleted", - "description": "Executed when a \u201cChange request\u201d is deleted.", + "description": "Executed when a “Change request” is deleted.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when a \u201cChange request\u201d is deleted." - } - }, - "/Events/AddChangeRequestStatusChangedHook": { + "x-ms-trigger-hint": "Executed when a “Change request” is deleted.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddChangeRequestDeletedHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, "x-ms-notification-content": { "schema": { - "$ref": "#/definitions/RemoteChangeRequestStatusEventArgs" + "$ref": "#/definitions/RemoteChangeRequestsEventArgs" } - }, + } + }, + "/Events/AddChangeRequestStatusChangedHook": { "post": { "tags": [ "Events" @@ -1524,35 +1301,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -1566,25 +1315,34 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "On Change Request Status Changed", "description": "Executed when a Change Request status is changed. Status values: Draft = 0, Pending = 1, Approved = 2, Rejected = 3, None = 4.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when a Change Request status is changed. Status values: Draft = 0, Pending = 1, Approved = 2, Rejected = 3, None = 4." - } - }, - "/Events/AddResourceAssignmentAddedHook": { + "x-ms-trigger-hint": "Executed when a Change Request status is changed. Status values: Draft = 0, Pending = 1, Approved = 2, Rejected = 3, None = 4.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddChangeRequestStatusChangedHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, "x-ms-notification-content": { "schema": { - "$ref": "#/definitions/RemoteAssignmentEventArgs" + "$ref": "#/definitions/RemoteChangeRequestStatusEventArgs" } - }, + } + }, + "/Events/AddResourceAssignmentAddedHook": { "post": { "tags": [ "Events" @@ -1609,35 +1367,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -1651,25 +1381,34 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "On Resource Assignment Created", - "description": "Executed when one or more resources are added to an entity\u2019s resource plan.", + "description": "Executed when one or more resources are added to an entity’s resource plan.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when one or more resources are added to an entity\u2019s resource plan." - } - }, - "/Events/AddResourceAssignmentRemovedHook": { + "x-ms-trigger-hint": "Executed when one or more resources are added to an entity’s resource plan.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddResourceAssignmentAddedHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, "x-ms-notification-content": { "schema": { "$ref": "#/definitions/RemoteAssignmentEventArgs" } - }, + } + }, + "/Events/AddResourceAssignmentRemovedHook": { "post": { "tags": [ "Events" @@ -1694,35 +1433,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -1736,25 +1447,34 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "On Resource Assignment Removed", "description": "Executed when one or more resources are deleted.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when one or more resources are deleted." - } - }, - "/Events/AddResourceAssignmentUpdatedHook": { + "x-ms-trigger-hint": "Executed when one or more resources are deleted.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddResourceAssignmentRemovedHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, "x-ms-notification-content": { "schema": { "$ref": "#/definitions/RemoteAssignmentEventArgs" } - }, + } + }, + "/Events/AddResourceAssignmentUpdatedHook": { "post": { "tags": [ "Events" @@ -1779,35 +1499,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -1821,25 +1513,34 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "On Resource Assignment Updated", "description": "Executed when one or more resources are re-assigned.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when one or more resources are re-assigned." - } - }, - "/Events/AddMilestoneCreatedHook": { + "x-ms-trigger-hint": "Executed when one or more resources are re-assigned.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddResourceAssignmentUpdatedHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, "x-ms-notification-content": { "schema": { - "$ref": "#/definitions/RemoteMilestoneEventArgs" + "$ref": "#/definitions/RemoteAssignmentEventArgs" } - }, + } + }, + "/Events/AddMilestoneCreatedHook": { "post": { "tags": [ "Events" @@ -1864,35 +1565,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -1906,25 +1579,34 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "On Milestone Created", "description": "Executed when a milestone is created in the NH360 Portfolio Insights site.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when a milestone is created in the NH360 Portfolio Insights site." - } - }, - "/Events/AddMilestoneUpdatedHook": { + "x-ms-trigger-hint": "Executed when a milestone is created in the NH360 Portfolio Insights site.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddMilestoneCreatedHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, "x-ms-notification-content": { "schema": { "$ref": "#/definitions/RemoteMilestoneEventArgs" } - }, + } + }, + "/Events/AddMilestoneUpdatedHook": { "post": { "tags": [ "Events" @@ -1949,35 +1631,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -1991,25 +1645,34 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "On Milestone Updated", "description": "Executed when a milestone is edited in the NH360 Portfolio Insights site.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when a milestone is edited in the NH360 Portfolio Insights site." - } - }, - "/Events/AddMilestoneDeletedHook": { + "x-ms-trigger-hint": "Executed when a milestone is edited in the NH360 Portfolio Insights site.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddMilestoneUpdatedHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, "x-ms-notification-content": { "schema": { "$ref": "#/definitions/RemoteMilestoneEventArgs" } - }, + } + }, + "/Events/AddMilestoneDeletedHook": { "post": { "tags": [ "Events" @@ -2034,35 +1697,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -2076,25 +1711,34 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "On Milestone Deleted", "description": "Executed when a milestone is deleted in the NH360 Portfolio Insights site.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed when a milestone is deleted in the NH360 Portfolio Insights site." - } - }, - "/Events/AddRelationshipCreatedHook": { + "x-ms-trigger-hint": "Executed when a milestone is deleted in the NH360 Portfolio Insights site.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddMilestoneDeletedHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, "x-ms-notification-content": { "schema": { - "$ref": "#/definitions/RemoteRelationshipEventArgs" + "$ref": "#/definitions/RemoteMilestoneEventArgs" } - }, + } + }, + "/Events/AddRelationshipCreatedHook": { "post": { "tags": [ "Events" @@ -2119,35 +1763,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -2161,25 +1777,34 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "On Relationship Created", "description": "Executed each time a new relationship is created in the NH360 Portfolio Insights site.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed each time a new relationship is created in the NH360 Portfolio Insights site." - } - }, - "/Events/AddRelationshipUpdatedHook": { + "x-ms-trigger-hint": "Executed each time a new relationship is created in the NH360 Portfolio Insights site.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddRelationshipCreatedHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, "x-ms-notification-content": { "schema": { "$ref": "#/definitions/RemoteRelationshipEventArgs" } - }, + } + }, + "/Events/AddRelationshipUpdatedHook": { "post": { "tags": [ "Events" @@ -2204,35 +1829,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -2246,25 +1843,34 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "On Relationship Updated", "description": "Executed each time a new relationship is edited in the NH360 Portfolio Insights site.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed each time a new relationship is edited in the NH360 Portfolio Insights site." - } - }, - "/Events/AddRelationshipDeletedHook": { + "x-ms-trigger-hint": "Executed each time a new relationship is edited in the NH360 Portfolio Insights site.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddRelationshipUpdatedHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, "x-ms-notification-content": { "schema": { "$ref": "#/definitions/RemoteRelationshipEventArgs" } - }, + } + }, + "/Events/AddRelationshipDeletedHook": { "post": { "tags": [ "Events" @@ -2289,35 +1895,7 @@ "in": "body", "required": true, "schema": { - "required": [ - "ReceiverEndpoint" - ], - "type": "object", - "properties": { - "SiteURL": { - "type": "string", - "x-ms-summary": "Site URL:", - "description": "The absolute URL of your 360 Portfolio Insights site" - }, - "ReceiverEndpoint": { - "type": "string", - "x-ms-visibility": "internal", - "x-ms-notification-url": true - }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, - "Name": { - "type": "string", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Name", - "description": "An identifier for the event" - } - } + "$ref": "#/definitions/EventCreationInformation" } } ], @@ -2331,17 +1909,31 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "On Relationship Deleted", "description": "Executed each time a new relationship is deleted in the NH360 Portfolio Insights site.", "x-ms-trigger": "single", - "x-ms-trigger-hint": "Executed each time a new relationship is deleted in the NH360 Portfolio Insights site." + "x-ms-trigger-hint": "Executed each time a new relationship is deleted in the NH360 Portfolio Insights site.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "EventsAddRelationshipDeletedHook", + "x-ms-require-user-confirmation": false + } + ] + } + }, + "x-ms-notification-content": { + "schema": { + "$ref": "#/definitions/RemoteRelationshipEventArgs" + } } }, "/Events/DeleteHook": { @@ -2374,11 +1966,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -2458,25 +2050,16 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", "summary": "Lists financial breakdowns", - "description": "Utility method", - "x-ms-openai-data": { - "openai-enabled": true, - "operations": [ - { - "operationId": "FinancialBreakdownsGetFinancialBreakdowns", - "x-ms-require-user-confirmation": false - } - ] - } + "description": "Utility method" } }, "/FinancialDimensions/GetFinancialDimensions": { @@ -2529,11 +2112,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -2622,11 +2205,102 @@ "400": { "description": "Bad request" }, + "500": { + "description": "Server error" + }, "404": { "description": "Endpoint not found" + } + }, + "deprecated": true, + "summary": "Create entity", + "description": "Create a new entity in the NH360 Portfolio Insights site.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesCreateEntity", + "x-ms-require-user-confirmation": false + } + ] + } + } + }, + "/FinancialEntities/CreateEntityNoRetry": { + "post": { + "tags": [ + "FinancialEntities" + ], + "operationId": "FinancialEntitiesCreateEntityNoRetry", + "consumes": [], + "produces": [ + "application/json", + "text/json", + "application/xml", + "text/xml" + ], + "parameters": [ + { + "name": "siteUrl", + "in": "query", + "required": true, + "type": "string", + "x-ms-summary": "Site URL", + "description": "The absolute URL of your NH360 Portfolio Insights site" + }, + { + "name": "entityTypeUid", + "in": "query", + "required": true, + "type": "string", + "format": "uuid", + "x-ms-dynamic-values": { + "operationId": "EntityTypesGetEntityTypes", + "value-path": "Id", + "value-title": "Name", + "parameters": { + "siteUrl": { + "parameter": "siteUrl" + } + } + }, + "x-ms-dynamic-list": { + "operationId": "EntityTypesGetEntityTypes", + "itemValuePath": "Id", + "itemTitlePath": "Name", + "parameters": { + "siteUrl": { + "parameterReference": "siteUrl" + } + } + }, + "x-ms-summary": "Entity Type", + "description": "Choose an Entity Type to create the entity." + }, + { + "name": "entityName", + "in": "query", + "required": true, + "type": "string", + "x-ms-summary": "Entity Name", + "description": "Input a unique name for the entity." + } + ], + "responses": { + "200": { + "description": "OK", + "schema": { + "$ref": "#/definitions/CallResultWithData" + } + }, + "400": { + "description": "Bad request" }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "Create entity", @@ -2635,7 +2309,7 @@ "openai-enabled": true, "operations": [ { - "operationId": "FinancialEntitiesCreateEntity", + "operationId": "FinancialEntitiesCreateEntityNoRetry", "x-ms-require-user-confirmation": false } ] @@ -2712,11 +2386,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -2787,11 +2461,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -2842,11 +2516,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -2897,11 +2571,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -2972,11 +2646,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "List all entities", @@ -3063,20 +2737,111 @@ "400": { "description": "Bad request" }, + "500": { + "description": "Server error" + }, "404": { "description": "Endpoint not found" + } + }, + "summary": "Get entity", + "description": "Returns properties of a selected entity.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesGetEntity", + "x-ms-require-user-confirmation": false + } + ] + } + } + }, + "/FinancialEntities/GetEntityNoRetry": { + "get": { + "tags": [ + "FinancialEntities" + ], + "operationId": "FinancialEntitiesGetEntityNoRetry", + "consumes": [], + "produces": [ + "application/json", + "text/json", + "application/xml", + "text/xml" + ], + "parameters": [ + { + "name": "siteUrl", + "in": "query", + "required": true, + "type": "string", + "x-ms-summary": "Site URL", + "description": "The absolute URL of your NH360 Portfolio Insights site" + }, + { + "name": "entityId", + "in": "query", + "required": true, + "type": "string", + "format": "uuid", + "x-ms-dynamic-values": { + "operationId": "FinancialEntitiesGetAllEntitiesShallow", + "value-path": "Id", + "value-title": "Name", + "parameters": { + "siteUrl": { + "parameter": "siteUrl" + } + } + }, + "x-ms-dynamic-list": { + "operationId": "FinancialEntitiesGetAllEntitiesShallow", + "itemValuePath": "Id", + "itemTitlePath": "Name", + "parameters": { + "siteUrl": { + "parameterReference": "siteUrl" + } + } + }, + "x-ms-summary": "Entity", + "description": "Choose entity by name or input an entity Uid." + }, + { + "name": "selectColumns", + "in": "query", + "required": false, + "type": "string", + "x-ms-visibility": "advanced", + "x-ms-summary": "Columns", + "description": "Use OData syntax to select only desired columns" + } + ], + "responses": { + "200": { + "description": "OK", + "schema": { + "$ref": "#/definitions/CallResultWithData" + } + }, + "400": { + "description": "Bad request" }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, - "summary": "Get entity", + "summary": "Get entity -no retry", "description": "Returns properties of a selected entity.", "x-ms-openai-data": { "openai-enabled": true, "operations": [ { - "operationId": "FinancialEntitiesGetEntity", + "operationId": "FinancialEntitiesGetEntityNoRetry", "x-ms-require-user-confirmation": false } ] @@ -3213,11 +2978,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -3260,11 +3025,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -3346,17 +3111,17 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "Get entity fields", "description": "Returns a list with an entity\u2019s field names and their unique identifiers.", "x-ms-openai-data": { - "openai-enabled": false, + "openai-enabled": true, "operations": [ { "operationId": "FinancialEntitiesGetEntityFields", @@ -3431,11 +3196,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "Get entity fields values", @@ -3547,11 +3312,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "Get entity field value", @@ -3664,11 +3429,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "Get the entity's stage validation status", @@ -3689,9 +3454,125 @@ "tags": [ "FinancialEntities" ], - "operationId": "FinancialEntitiesSetEntityFieldValue", - "consumes": [], - "produces": [], + "operationId": "FinancialEntitiesSetEntityFieldValue", + "consumes": [], + "produces": [], + "parameters": [ + { + "name": "siteUrl", + "in": "query", + "required": true, + "type": "string", + "x-ms-summary": "Site URL", + "description": "The absolute URL of your NH360 Portfolio Insights site" + }, + { + "name": "entityId", + "in": "query", + "required": true, + "type": "string", + "format": "uuid", + "x-ms-dynamic-values": { + "operationId": "FinancialEntitiesGetAllEntitiesShallow", + "value-path": "Id", + "value-title": "Name", + "parameters": { + "siteUrl": { + "parameter": "siteUrl" + } + } + }, + "x-ms-dynamic-list": { + "operationId": "FinancialEntitiesGetAllEntitiesShallow", + "itemValuePath": "Id", + "itemTitlePath": "Name", + "parameters": { + "siteUrl": { + "parameterReference": "siteUrl" + } + } + }, + "x-ms-summary": "Entity", + "description": "Choose entity by name or input an entity Uid." + }, + { + "name": "fieldIdentifier", + "in": "query", + "required": true, + "type": "string", + "x-ms-dynamic-values": { + "operationId": "CustomFieldsGetEntityCustomFields", + "value-path": "Id", + "value-title": "Name", + "parameters": { + "siteUrl": { + "parameter": "siteUrl" + } + } + }, + "x-ms-dynamic-list": { + "operationId": "CustomFieldsGetEntityCustomFields", + "itemValuePath": "Id", + "itemTitlePath": "Name", + "parameters": { + "siteUrl": { + "parameterReference": "siteUrl" + } + } + }, + "x-ms-summary": "Field", + "description": "Choose field by name or input a field Uid." + }, + { + "name": "value", + "in": "query", + "required": true, + "type": "string", + "x-ms-summary": "Value", + "description": "Input the field value. Set to null to clear field value." + } + ], + "responses": { + "204": { + "description": "No Content" + }, + "400": { + "description": "Bad request" + }, + "500": { + "description": "Server error" + }, + "404": { + "description": "Endpoint not found" + } + }, + "deprecated": true, + "summary": "Update entity field value", + "description": "Update the value of an Entity Field. For fields that use Option Sets, the Value should be set using the Option Set Value unique identifier.", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "FinancialEntitiesSetEntityFieldValue", + "x-ms-require-user-confirmation": false + } + ] + } + } + }, + "/FinancialEntities/SetEntityFieldValueNoRetry": { + "post": { + "tags": [ + "FinancialEntities" + ], + "operationId": "FinancialEntitiesSetEntityFieldValueNoRetry", + "consumes": [], + "produces": [ + "application/json", + "text/json", + "application/xml", + "text/xml" + ], "parameters": [ { "name": "siteUrl", @@ -3768,17 +3649,20 @@ } ], "responses": { - "204": { - "description": "No Content" + "200": { + "description": "OK", + "schema": { + "$ref": "#/definitions/CallResult" + } }, "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "Update entity field value", @@ -3787,7 +3671,7 @@ "openai-enabled": true, "operations": [ { - "operationId": "FinancialEntitiesSetEntityFieldValue", + "operationId": "FinancialEntitiesSetEntityFieldValueNoRetry", "x-ms-require-user-confirmation": false } ] @@ -4048,11 +3932,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -4324,11 +4208,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -4646,11 +4530,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -4969,11 +4853,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -5226,11 +5110,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "Get financial custom field value", @@ -5488,11 +5372,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "Update financial custom field", @@ -5692,11 +5576,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -5909,11 +5793,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -5995,11 +5879,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "Get resources assigned to entity", @@ -6108,11 +5992,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "Add resource to entity", @@ -6217,11 +6101,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "Execute Stage Transition", @@ -6282,11 +6166,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -6368,11 +6252,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "List entity history entries", @@ -6414,11 +6298,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -6461,11 +6345,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -6554,7 +6438,7 @@ "parameters": {} }, "x-ms-summary": "Activity icon", - "description": "Insert a fluent UI Icon (ex: arrow_step _back_16_regular)." + "description": "Select or insert a fluent UI Icon (ex: AddLink)." }, { "name": "activityDetails", @@ -6592,11 +6476,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "Add a new entry to the entity's history log", @@ -6656,11 +6540,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -6729,11 +6613,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -6786,11 +6670,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -6843,11 +6727,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "List all option sets", @@ -6928,11 +6812,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "summary": "Get option set values", @@ -6993,11 +6877,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -7111,11 +6995,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -7265,11 +7149,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -7386,11 +7270,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -7532,11 +7416,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -7678,11 +7562,11 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", @@ -7725,16 +7609,25 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", "summary": "Lists milestones status enum values", - "description": "Utility method" + "description": "Utility method", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "MilestonesGetMilestoneStatusEnumValues", + "x-ms-require-user-confirmation": false + } + ] + } } }, "/Resources/GetResources": { @@ -7773,16 +7666,25 @@ "400": { "description": "Bad request" }, - "404": { - "description": "Endpoint not found" - }, "500": { "description": "Server error" + }, + "404": { + "description": "Endpoint not found" } }, "x-ms-visibility": "internal", "summary": "List all resources", - "description": "List all resources from NH360 Portfolio Insights" + "description": "List all resources from NH360 Portfolio Insights", + "x-ms-openai-data": { + "openai-enabled": true, + "operations": [ + { + "operationId": "ResourcesGetResources", + "x-ms-require-user-confirmation": false + } + ] + } } } }, @@ -7800,6 +7702,7 @@ }, "EventCreationInformation": { "required": [ + "SiteURL", "ReceiverEndpoint" ], "type": "object", @@ -7814,16 +7717,9 @@ "x-ms-visibility": "internal", "x-ms-notification-url": true }, - "Order": { - "format": "int32", - "type": "integer", - "x-ms-visibility": "advanced", - "x-ms-summary": "Event Order", - "description": "The order of this event in the list" - }, "Name": { "type": "string", - "x-ms-visibility": "advanced", + "x-ms-visibility": "internal", "x-ms-summary": "Event Name", "description": "An identifier for the event" } @@ -7837,6 +7733,24 @@ } } }, + "CallResultWithData": { + "type": "object", + "properties": { + "Data": {}, + "Errors": { + "type": "array", + "items": { + "type": "string" + } + }, + "Warnings": { + "type": "array", + "items": { + "type": "string" + } + } + } + }, "Entity": { "type": "object", "properties": { @@ -7939,8 +7853,23 @@ "type": "string", "example": "00000000-0000-0000-0000-000000000000" }, - "Value": { - "type": "string" + "Value": {} + } + }, + "CallResult": { + "type": "object", + "properties": { + "Errors": { + "type": "array", + "items": { + "type": "string" + } + }, + "Warnings": { + "type": "array", + "items": { + "type": "string" + } } } }, @@ -8292,6 +8221,16 @@ "readOnly": true, "example": "00000000-0000-0000-0000-000000000000" }, + "PreviousStageUid": { + "format": "uuid", + "type": "string", + "readOnly": true, + "example": "00000000-0000-0000-0000-000000000000" + }, + "PreviousStageName": { + "type": "string", + "readOnly": true + }, "ProjectUid": { "format": "uuid", "type": "string", @@ -8561,8 +8500,8 @@ "securityDefinitions": { "aad": { "type": "oauth2", - "flow": "accessCode", "description": "OAuth2 with Azure Active Directory", + "flow": "accessCode", "authorizationUrl": "https://login.windows.net/common/oauth2/authorize", "tokenUrl": "https://login.windows.net/common/oauth2/token", "scopes": { @@ -8598,4 +8537,4 @@ } ], "basePath": "/" -} +} \ No newline at end of file diff --git a/certified-connectors/Strategic Portfolio Manager/apiProperties.json b/certified-connectors/NH360 Portfolio Insights/apiProperties.json similarity index 100% rename from certified-connectors/Strategic Portfolio Manager/apiProperties.json rename to certified-connectors/NH360 Portfolio Insights/apiProperties.json